Meet Con

It is commonplace for people to question why they, or anyone would need a financial planner. My greatest sense of accomplishment is gained through illustrating to such people the power of a good financial planner, and the benefit it can add to their lives. I have been achieving this since I became a financial planner in 2003.

Prior to this I worked as a Lending Manager at AMP Bank, and started my career in Finance at NAB as a Lending Officer. I also worked numerous jobs whilst studying a Bachelor of Finance at Latrobe University.

During my 18 years in this industry I have further educated myself in Superannuation, Self-Managed Super Funds, and Securities, and have also achieved numerous industry awards.

As fulfilling as this is, sitting with a client of whom I have worked with for years, and hearing how they are now able to achieve their goals after working through their financial plan is the greatest reward for me. I commit to assisting my clients and their families throughout their lives, whether it be buying a home, managing an inheritance or strategizing how to move into retirement. I ensure I am always there for my clients.

I also fulfil the role of a mentor, providing education and direction to the financial planners in the practice in both financial planning and debt strategies.

Whilst managing my fulfilling career, I am still able juggle the responsibility of having a young family and treasure spending time with them.

Testimonials

“Con was very helpful and professional. He answered all my concerns every time I contacted him. He followed through on my behalf and the end result was so much more than I could have ever anticipated. Thank you so much Con.  I would recommend your services to anyone that was in need of professional assistance. Especially that of Con Koulouris”

Rhonda

“Our experience with Con was very good, Con was very helpful and seemed very honest in his approach to give his customer the very best financial advice . I felt very comfortable talking to Con about any financial concerns.  I certainly will (recommend Con to family and friends)”

Michael

“Some years ago a friend recommended I contact Con Koulouris. I immediately felt comfortable in Con’s presence and confident that he understood me as a person, and my needs. I hadn’t felt that when I’d previously met with a financial advisor from a different organisation.

Con is personable. He has proven to be very proactive and helpful, he responds to my queries very quickly. I appreciate his thoughtfulness and that he’s gone out of his way to accommodate my needs. I sense he has a genuine interest in helping me make the best decisions.

The other staff at Amega that I’ve had contact with over the years have all been very friendly and highly professional.

I had felt apprehensive about trusting my financial security to a stranger; but Con’s willingness to listen and to explain his recommendations in a way that I can understand has given me a great sense of reassurance. I trust Con and feel confident that he has my best interests at heart.”

Barbara